ME
ME
Mark Erculei
28 Years of Experience
Las Vegas, NV
1 DisclosureBroker
Mark Erculei is a registered investment advisor at Wells Fargo Advisors, based in Las Vegas, NV, with 28 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
8474 Rozita Lee Ave Ste 400, Las Vegas, NV, 89113
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 1999Settled
Employment History
Current Registrations
Wells Fargo Advisors
June 2020 - Present · 6 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
June 2020 - Present · 6 yrs 1 mo
Wells Fargo Clearing Services, LLC
June 2020 - Present · 6 yrs 1 mo
Previous Registrations
Morgan StanleyBroker
September 2014 - June 2020 · 5 yrs 9 mos
Morgan Stanley
September 2014 - June 2020 · 5 yrs 9 mos
UBS Financial Services INC.Broker
November 2008 - September 2014 · 5 yrs 10 mos
UBS Financial Services INC.
November 2008 - September 2014 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2005 - November 2008 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2005 - November 2008 · 3 yrs 8 mos
Banc of America Investment Services, INC.
May 2002 - March 2005 · 2 yrs 10 mos
Banc of America Investment Services, INC.Broker
August 2000 - March 2005 · 4 yrs 7 mos
First Union Securities, INC.Broker
September 1999 - August 2000 · 11 mos
Banc One Securities CorporationBroker
October 1997 - September 1999 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1996 - September 1996 · 5 mos
Sutro & CO. IncorporatedBroker
February 1996 - April 1996 · 2 mos
Painewebber IncorporatedBroker
January 1996 - February 1996 · 1 mo
State Registrations17 states
ALAZCAFLIDMANENJNMNVNYOKORTXUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.